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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Michael Lucas (CRD# 4864231) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in North Haven, CT and has over 19 years of experience in the finance industry.
Christopher Maciejak (CRD# 4548956) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Haven, CT and has over 21 years of experience in the finance industry.
Alex Madlener (CRD# 730694) is an Investment Advisor Representative working at Dick Hutchinson Registered Investment Advisor in North Haven, CT and has over 14 years of experience in the finance industry. Alex Madlener has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Andrew Madlener (CRD# 6548254) is an Investment Advisor Representative working at Open Circle Wealth Partners in North Haven, CT and has over 8 years of experience in the finance industry. Andrew Madlener has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Joseph Marino (CRD# 1094341) is an Investment Advisor Representative working at Securities America Advisors, Inc. in North Haven, CT and has over 27 years of experience in the finance industry.
Joanne Martin (CRD# 4906184) is an Investment Advisor Representative working at Commonwealth Financial Network in North Haven, CT and has over 16 years of experience in the finance industry.
Craig Montanari (CRD# 4899008) is an Investment Advisor Representative working at Commonwealth Financial Network in North Haven, CT and has over 18 years of experience in the finance industry.
Ryan Morrissey (CRD# 4422438) is an Investment Advisor Representative working at Morrissey Wealth Management LLC in North Haven, CT and has over 22 years of experience in the finance industry. Ryan Morrissey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Paul Morrone (CRD# 5367076) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in North Haven, CT and has over 12 years of experience in the finance industry. Paul Morrone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thomas Morrone (CRD# 4239456) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in North Haven, CT and has over 23 years of experience in the finance industry. Thomas Morrone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.